Consensus EPS · Q2 2026
$0.35
Consensus revenue · Q2 2026
$45.1B
Analysts
11
Expected report
Jul 28, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 11 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $43.2B | $45.1B | $46.9B |
| EPS | $0.23 | $0.35 | $0.41 |
| EBITDA | $3B | $3.2B | $3.4B |
| EBIT | $1.4B | $1.4B | $1.5B |
| Net income | $1.3B | $1.5B | $1.6B |
- Revenue$45.1B
- EPS$0.35
- EBITDA$3.2B
- EBIT$1.4B
- Net income$1.5B
Historical beat/miss
Actual reported results vs. analyst consensus at the time. Positive = beat, negative = miss.
| Period | Rev. actual | Rev. est. | Rev. surprise | EPS actual | EPS est. | EPS surprise |
|---|---|---|---|---|---|---|
| Q1 2026 | $43.3B | $42.7B | +1.4% | $0.66 | $0.18 | +260.9% |
| Q4 2025 | $45.9B | $43.6B | +5.3% | $0.13 | $0.18 | -27.5% |
- Q1 2026+1.4%+260.9%
- Q4 2025+5.3%-27.5%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
Revision trends appear once we have collected at least two daily snapshots for this period.
Community vs analysts
See how the TickerLeague crowd's forecast stacks up against Wall Street.
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Analyst price target
Based on price targets from 0 analysts.
- Low
- $13.00
- Consensus
- $15.13
- Median
- $15.25
- High
- $17.00
- Current
- $14.42
- Upside
- +4.9%
Upside calculated vs most recent trading price of $14.42.
Analyst ratings
Consensus: Hold — based on 47 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 17, 2026 | JP Morgan | maintain | Overweight | Overweight |
| Jul 14, 2026 | BNP Paribas | maintain | Neutral | Neutral |
| Jul 9, 2026 | Barclays | maintain | Equal Weight | Equal Weight |
| Jun 25, 2026 | Wells Fargo | maintain | Underweight | Underweight |
| Jun 8, 2026 | UBS | maintain | Buy | Buy |
| Jun 1, 2026 | Citigroup | maintain | Neutral | Neutral |
| May 29, 2026 | B of A Securities | maintain | Buy | Buy |
| May 15, 2026 | RBC Capital | maintain | Sector Perform | Sector Perform |
| May 13, 2026 | Morgan Stanley | maintain | Equal Weight | Equal Weight |
| May 4, 2026 | Citigroup | maintain | Neutral | Neutral |
- Jul 17, 2026JP MorganOverweight
- Jul 14, 2026BNP ParibasNeutral
- Jul 9, 2026BarclaysEqual Weight
- Jun 25, 2026Wells FargoUnderweight
- Jun 8, 2026UBSBuy
- Jun 1, 2026CitigroupNeutral
- May 29, 2026B of A SecuritiesBuy
- May 15, 2026RBC CapitalSector Perform
- May 13, 2026Morgan StanleyEqual Weight
- May 4, 2026CitigroupNeutral
Frequently asked questions
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Deep-dives across the income statement, cash flow, capital return, and valuation
- Buybacks0.68% TTM
- Dividend Profile4.16% yield
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- Dividend Forecast
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- Stock Split History8 splits
How this company returns cash to shareholders — buybacks, dividends, and stock splits.